Guess who’s back on the red couch?!? I love making the trip to the northwest side of Indianapolis to join my friend Angela Ganote to discuss various financial related topics, although I’m sure the viewers will be glad to see me stop coming because every talk has been about inflation or now a decline in 529 balances đ–if I’m not…
Category: Financial Planning
Talking To Our Kids About Money–Today’s Fox 59 Appearance
As is the case with live TV, segments are quick and never long enough to hit on everything I’d like to cover–it also doesn’t help that I haven’t mastered the art of speaking in few words…the Italian in me loves to talk. In the final minute of the segment, Angela mentions a few topics that I wanted to elaborate on…
Maneuvering Inflation On Fox 59
Check out the conversation Angela Ganote and I had about how you can create room in your budget for the time being. As you’ll see toward the end of the segment we ran out of time to hit everything I was hoping to touch base on so I thought I’d add those couple of items here: Additional considerations: If possible,…
Dealing With Rising Costs On Fox 59
This morning I had the opportunity to visit the Fox 59 studios and sit down with Angela Ganote to discuss how we can deal with the rising costs we’ve been seeing and the expectation that they will continue to rise. When I see people feeling anxious or stressed about money, I always encourage them to do a couple of things.…
My Ideal Day
A little over a year ago one of my mentors had me plan out my ideal dayâwhat would I do if I hit the lottery and money was no longer an issue? It didnât take me long to come up with what my day would look like: Wake up Peloton ride and Yoga followed up by journal and meditation Morning…
If You Havenât NoticedâŚ
If you have noticed, with the exception of the Mixtape, the tone and subject matter of All About Your Benjamins has evolved. Over the weekend, I scrolled through the last 5+ years worth of blog posts and smiled as I could tell where I was on my professional and personal journeys by the posts I was writing. One of the…
Rethinking Retirement
This morning I spoke at one of my clientsâ businesses–weâve created a monthly financial literacy program that started with the topic of âWhat Is Moneyâ and will end with investing in November. Todayâs topic was retirement…Â Before I get to todayâs talk and what inspired this post, I wanted to highlight the genesis of this program. When my client approached…
Not Investment Advice
This morning I emailed a client’s grandsons with a few recommendations for blogs and podcasts to help them continue their interest and education in personal finance and investing; I sent them home the other day with a copy of The Almanack of Naval Ravikant, The Psychology of Money, and How I Invest My Money but wanted to make sure they…
Bringing Held-Away Cryptoassets To Financial Planning
With over 56 million Coinbase users and more than $223 billion in assets under management on the platform, there is a very good chance you have a cryptoasset account. And if you are a financial advisor reading this, there is an even better chance your clients have a crypotassets account that you do not know about. As bitcoin, ether, and…
Build The Addition
Today was one of those days that remind financial advisors how personal our business really is. This morning I received a phone call informing me that one of my long-time clients had a massive heart attack and died on Tuesday. He was on an RV trip out west with his wife and friends–one minute he was taking a picture and…